CCSO vs ETEC

CCSOBCarbon Collective Climate Solutions U.S. Equity ETF

ETECCiShares Breakthrough Environmental Solutions ETF

In short

CCSO The name is the mandate: US-listed companies working on climate-change solutions, in a plain 1940 Act wrapper priced well under the typical US thematic fund.

ETEC iShares' bet on the next wave of green tech rather than today's incumbents: roughly 50 global names across eight environmental themes, from water to sustainable farming, priced under the typical global thematic fund.

Stated mandate

CCSO The Fund seeks long-term capital appreciation through investments primarily in U.S.-listed equity securities of companies focused on climate-change solutions.

ETEC Seeks to track an index of global companies developing breakthrough environmental technologies across energy efficiency, green buildings, green transportation, pollution prevention, renewable energy, water, resource efficiency, and sustainable agriculture.

Why people hold it

• CCSO Costs 0.35% a year, versus a 0.57% median across its US thematic peer group. Cheap is rare in theme funds.
• The prospectus keeps it tight: long-term capital appreciation from US-listed equities of companies focused on climate-change solutions. No commodity sleeves, no offshore detours.
• Ordinary open-end fund structure under the 1940 Act. No leverage, no derivatives contract to decode, no K-1 at tax time.
• Lands in the upper half of its US thematic cohort on our review, which is a crowded field of pricier, narrower ideas.

• ETEC At 0.47% a year, it costs less than the median fund in its global thematic peer group.
• Eight environmental themes in one index (renewable energy, water, green buildings, green transport, pollution prevention, efficiency, resource efficiency, sustainable agriculture), so it isn't a one-technology bet.ishares.com
• Plain plumbing: a passive 1940 Act index fund from iShares tracking a Morningstar green-technology index. No leverage, no derivatives overlay.

Worth knowing

• CCSO Small asset base and thin trading. Spreads can widen and large orders move the price, so execution matters more here than in a household-name fund.
• One theme, one country. A climate-solutions basket can drift a long way from the broad US market in either direction.
• Cheaper thematic options exist: LRND runs at 0.14% and TECB at 0.30%, though they chase different ideas entirely.

• ETEC Launched in 2023, still a small and thinly traded fund, so spreads can run wider and fills less predictable than in heavily traded ETFs.
• About 50 stocks betting on emerging technologies makes for concentrated exposure. Individual names carry real weight in the portfolio.
• Distributions land once or twice a year. Income is not what this mandate is built around.

Full CCSO profile⁠

Full ETEC profile⁠